Sfg Wealth Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 20,458 shares of SDVY stock, worth $743,034. This represents 0.4% of its overall portfolio holdings.

Number of Shares
20,458
Previous 21,851 6.37%
Holding current value
$743,034
Previous $794,000 7.68%
% of portfolio
0.4%
Previous 0.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$35.45 - $40.33 $49,381 - $56,179
-1,393 Reduced 6.37%
20,458 $733,000
Q3 2024

Oct 31, 2024
BUY
$32.65 - $36.69 $2,318 - $2,604
71 Added 0.33%
21,851 $794,000
Q2 2024

Jul 19, 2024
BUY
$32.33 - $34.91 $2,651 - $2,862
82 Added 0.38%
21,780 $727,000
Q1 2024

Apr 26, 2024
BUY
$31.21 - $34.82 $51,652 - $57,627
1,655 Added 8.26%
21,698 $755,000
Q4 2023

Jan 19, 2024
BUY
$26.48 - $33.23 $100,067 - $125,576
3,779 Added 23.24%
20,043 $656,000
Q3 2023

Oct 19, 2023
BUY
$27.7 - $30.38 $450,512 - $494,100
16,264 New
16,264 $459,000

Others Institutions Holding SDVY

# of Institutions
478
Shares Held
159M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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